HDFC Flexi Cap Fund vs SBI Flexicap Fund compare

HDFC Flexi Cap Fund vs SBI Flexicap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹91041 Cr	₹23168 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 1995	29 Sep 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	42.17%	55%
Expense Ratio	1.42	1.67
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179K01608	INF200K01222
Exits Load	HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month	1.03%	1.46%
6 Month	7.24%	6.85%
1 Year	8.74%	2.46%
3 Year	20.7%	12.86%
5 Year	24.89%	15.01%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	3.86%	3.04%
1 Year	18.04%	13%
3 Year	20.02%	11.54%
5 Year	21.25%	11.89%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	19.53%	12.11%
3 Year	18.52%	12.87%
5 Year	16.6%	13.26%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	10.52%	10.98%
Sharp	1.24%	0.66%
Beta	0.78%	0.83%
Alpha	6.27%	-0.96%

Fund Managers

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Funds Managed	40	43
	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option

Market Cap

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	12.84	11.67
Large Cap	74.59	63.36
Small Cap	9.35	11.69
Mid Cap	3.23	13.27

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	10.26	4.33
Technology	5.21	6.11
Consumer Cyclical	15.78	12.5
Industrials	5.09	12.37
Basic Materials	5.93	13.72
Financial Services	39.51	37.38
Healthcare	8.26	1.9
Real Estate	2.58	-
Energy	1.41	5.09
Communication Services	2.63	5.6
Utilities	2.42	0
Consumer Defensive	0.9	1

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